Bryant v. Thompson

14 N.Y.S. 28, 37 N.Y. St. Rep. 431, 59 Hun 545, 1891 N.Y. Misc. LEXIS 1839
New York Supreme Court·Decided April 16, 1891·Published·Cited by 22 cases

Opinion

Macomber, J.

The plaintiffs, with the defendant Agnes Ethel Tracy, the latter declining for reasons of her own to join with the plaintiff in this action, are the executors of the last will and testament of Francis W. Tracy, late of the city of Buffalo. Mr. Tracy died on the 15th day of April, 1886, leaving a last will, with four codicils thereto. The testator left him surviving Agnes Ethel Tracy, his widow, and Harriet F. Tracy Thompson, his only child and heir at law. The latter was an infant, between 18 and 19 years of age, at the time of the death of her father. At his death Mr. Tracy was seised in fee of four valuable parcels of real estate in Buffalo, and of a large amount of personal property. By the terms of the second article of the second codicil the sum of $100,000 was set apart and placed in the hands of the executors as trustees, the income of which should be paid to the daughter, Harriet F. Tracy Thompson, during her life-time, the principal to be divided at the time of her death among her issue, if any; if none, then to become a part of the residuum otherwise disposed of. Upon the proceedings befoie the surrogate for the probate of such will, the special guardian, appointed by the surrogate, of the infant, Harriet F. Tracy Thompson, interposed an answer putting in issue the mental capacity of the testator to make the will and codicils, but the surrogate finally sustained the will, and admitted the same to probate. On appeal, this decree was affirmed by the general term of the supreme court. [29] This action is brought for the purpose of determining the conflicting claims to this fund of $100,000. The plaintiffs’ case rests upon the contention that the respondent, by reason of the contest to the probate of the will which was made before the surrogate, and on the appeal to this court, forfeited whatever bequest she would otherwise have received had not such contest been made by her, and that consequently, under the provisions of the fifth article of the second codicil, the income of this trust fund belongs to Agnes Ethel Tracy, the widow. The fifth paragraph of the second codicil is as follows: “Fifth. In case any beneficiary named in my will and testament, whether a devisee, legatee, or cestui que trust therein named, shall, in person or by another, contest the probate of my said last will and testament, or any codicil thereto, or shall institute any proceedings of any kind with a view to avoid or annul my said last will and testament, or any codicil thereto, or any provision in my said last will and testament, or in any such codicil contained, then, and in either case, I do hereby revoke all provisions in my said last will and testament, or in any codicil thereto contained, in favor of the person or corporation contesting or seeking to avoid such last will and testament or codicil or provision; and if such contestant shall be my daughter, then I give, devise, and bequeath to my wife all the property which, under and by such last will and testament, and the codicils thereto, is or shall be given to my executors in trust for my said daughter’s benefit. If my wife shall be such contestant, then I give, devise, and bequeath to my executrix and executors all the property which is by my last will and testament, or any codicil thereto, given to my wife, in trust for my daughter, and upon the same trusts in every particular as are specified in the second article of this codicil.”

At the time the will was offered for probate, Harriet F. Tracy Thompson was nearly but not 19 years of age. She had been separated from her father in early infancy, had taken her mother’s family name of Robinson, and had resided with her mother’s relatives in and near the city of New York. The mother, having been estranged and divorced from her father, cherished bitter feelings towards him, which, to a considerable extent, had influenced the daughter also. The reasons assigned, however, by the testator for giving no larger portion of his estate to his daughter, reflected in no respect upon her; but they are stated by him to be that her mother was possessed of an ample fortune, and in addition thereto a handsome provision had been made for her by the testator’s mother. The respondent, upon the return-day of the probate of the will, took no part, either personally or by a general guardian, in the selection of a special guardian who should appear for her in the proceedings in the surrogate’s court. The surrogate thereupon, of his own motion, in pursuance of section 2530 of the Code of Civil Procedure, appointed a competent and capable member of the bar as special guardian, by an order duly entered May 11, 1886. The guardian consented in writing thus to assume the duties of taking care of the interests of the infant. He took vigilant measures to possess himself of his ward’s case. He conferred, very properly, with her and the counsel who had previously been applied to by her and her maternal relatives, and subsequently filed an answer prepared by such counsel, submitting, in a general way, the rights of the infant to the court. The special guardian employed as counsel the same person that had been consulted by the infant and her relatives. The special guardian acted throughout in good faith, and contested the probate of the will vigorously, upon the ground, generally, that the testator had not testamentary capacity at the time of the execution of the instrument, and to that end there were called by the surrogate, at the instance of the special guardian, in behalf of the contestant, 36 witnesses. The daughter herself was called as a witness by her special guardian, but not upon any subject material to the contest made to the probate of the will. The surrogate, as stated above, finally admitted the will to probate, and certified, in accordance with section 2623 of [30] the Code of Civil Procedure, that the probate of the will had been contested. The appeal to the general term was also prosecuted by the same person, who was appointed guardian ad litem of the infant for the purposes of such appeal, and was completed before the ward arrived at the age of 21 years. Ho step has been taken in the way of contesting the probate of the will, or in any appeal from such probate, or in defeating the testator’s declared intentions, since the daughter became 21 years of age.

The second article of the second codicil must be construed in connection with the fifth article of such codicil. Taken together, as the learned justice at special term has decided, they constitute a conditional bequest to the executors, as trustees, determinable in the event that the daughter, in person or by another, contests the probate of such will. This is not an unlawful provision, when contained in a last will and testament. The testator, having the right to say to whom his property shall be bequeathed and devised, had the right, also, to make it as a condition of any gift that the recipient thereof shall not contest the probate of the will. Cooke v. Turner, 14 Sim. 493, 15 Mees. & W. 727; Evanturel v. Evanturel, 31 Law T. (N. S.) 105, L. R. 6 P. C. 1; Hogan v. Curtin, 88 N. T. 162; 2 Jarm. Wills, 58; Schouler, Wills, 605.

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Bryant v. Thompson, 14 N.Y.S. 28, 37 N.Y. St. Rep. 431, 59 Hun 545, 1891 N.Y. Misc. LEXIS 1839 (N.Y. Super. Ct. 1891).

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